Top 10 sector concentration: Consumer Cyclical (2), Healthcare (2), Consumer Defensive (1)

1. Trip.com Group Limited (9961.HK) · Consumer Cyclical · univ 100% · sec 100% · +13.3% · conf 90 ↑ earnings yield vs bonds (+0.0938) ↑ EPS revision accelerating (+0.0113) ↑ fwd/trail P/E ratio (+0.0077) 2. Hengan International Group Company Limited (1044.HK) · Consumer Defensive · univ 100% · sec 100% · +13.0% · conf 90 ↑ earnings yield vs bonds (+0.0960) ↑ vol instability (+0.0080) ↑ P/B vs 5yr (+0.0079) 3. Hua Xia Bank Co., Limited (600015.SS) · Financial Services · univ 99% · sec 100% · +13.0% · conf 90 ↑ earnings yield vs bonds (+0.1062) ↑ P/B vs 5yr (+0.0088) ↑ 60d momentum (+0.0088) 4. Shanghai Pharmaceuticals Holding Co., Ltd (601607.SS) · Healthcare · univ 99% · sec 100% · +12.9% · conf 90 ↑ earnings yield vs bonds (+0.0981) ↑ EPS revision accelerating (+0.0137) ↓ downside risk (-0.0097) 5. HUAYU Automotive Systems Company Limited (600741.SS) · Consumer Cyclical · univ 99% · sec 97% · +12.8% · conf 88 ↑ earnings yield vs bonds (+0.1000) ↓ P/E vs 5yr (-0.0145) ↑ EPS r

1. Trip.com Group Limited (9961.HK) · Consumer Cyclical · univ 100% · sec 100% · +13.3% · conf 90